|
401
|
Atria Wealth Solutions
New York
|
–
|
-$250K
|
-5,940
|
Closed
|
|
|
402
|
Shira Ridge Wealth Management
Larkspur,
California
|
–
|
-$239K
|
-5,672
|
Closed
|
|
|
403
|
Aaron Wealth Advisors
Chicago,
Illinois
|
–
|
-$235K
|
-5,590
|
Closed
|
|
|
404
|
Falcon Wealth Planning
Ontario,
California
|
–
|
-$231K
|
-5,503
|
Closed
|
|
|
405
|
Legacy Trust
Grand Rapids,
Michigan
|
–
|
-$221K
|
-5,266
|
Closed
|
|
|
406
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
–
|
-$212K
|
-5,050
|
Closed
|
|
|
407
|
Ascent Capital Management
Bend,
Oregon
|
–
|
-$212K
|
-5,034
|
Closed
|
|
|
408
|
Viewpoint Capital Management
Seattle,
Washington
|
–
|
-$210K
|
-5,000
|
Closed
|
|
|
409
|
Nottingham Advisors
Amherst,
New York
|
–
|
-$204K
|
-4,856
|
Closed
|
|
|
410
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
–
|
-$201K
|
-4,784
|
Closed
|
|
|
411
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
–
|
-$201K
|
-4,778
|
Closed
|
|
|
412
|
D.J. St. Germain
Springfield,
Massachusetts
|
–
|
-$175K
|
-4,173
|
Closed
|
|
|
413
|
Operose Advisors
Milwaukee,
Wisconsin
|
–
|
-$103K
|
-2,452
|
Closed
|
|
|
414
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$46.3K
|
-1,100
|
Closed
|
|
|
415
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$29.8K
|
-708
|
Closed
|
|
|
416
|
Denver PWM
Denver,
Colorado
|
–
|
-$8.31K
|
-198
|
Closed
|
|
|
417
|
PSI Advisors
Tampa,
Florida
|
–
|
-$6K
|
-143
|
Closed
|
|
|
418
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
–
|
-$4.12K
|
-98
|
Closed
|
|
|
419
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$3.48K
|
-83
|
Closed
|
|
|
420
|
Transcendent Capital Group
Edmond,
Oklahoma
|
–
|
-$2.88K
|
-69
|
Closed
|
|
|
421
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$2.23K
|
-53
|
Closed
|
|
|
422
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$1.26K
|
-30
|
Closed
|
|
|
423
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$547
|
-13
|
Closed
|
|
|
424
|
Financial Life Planners
Tempe,
Arizona
|
–
|
-$127
|
-3
|
Closed
|
|
